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  • The Basics of the Tax Treatment of Long-Term Care Insurance
    whereas others are enforced through a tax penalty.[17] These requirements address topics such as guaranteed ... Section 7702B(g)(2)(B)(i). [16] See section 7702B(g). [17] See section 4980C. [18] See Treas. Reg. section ...

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    • Authors: Craig R Springfield, Alison R Peak, Prasanthi Goda
    • Date: Apr 2024
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Long-Term Care News
    • Topics: Long-term Care; Long-term Care>Long-term care insurance; Public Policy; Public Policy
  • Updated Life Expectancy and Distribution Period Tables: Final Regulations Issued for Determining Required Minimum Distributions
    Updated Life Expectancy and Distribution Period Tables: Final Regulations Issued for Determining ... 72472 (Nov. 12, 2020) [2] 67 Fed. Reg. 18988 (Apr. 17, 2002) [3] 83 Fed. Reg. 45321 (Sept. 6, 2018) [4] ...

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    • Authors: Yaohua Zhou
    • Date: Jul 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities; Public Policy
  • Rightsizing the Floor Interest Rate Rules of Sections 7702 and 7702A
    contracts entered into on and after June 21, 1988.[17] Why the Floor Interest Rates Needed to be Changed ... mortality charge rule of section 7702(c)(3)(B)(i). [17] See § 5012(e)(1) of the Technical and Miscellaneous ...

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    • Authors: Brian King, Craig R Springfield, Robert A Fishbein
    • Date: Mar 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Whole life; Public Policy; Public Policy